Financial Planning with NPA
Build your best life working with a Financial Planner!
No matter what your age, income level or profession, it’s never too late to start planning for the future you want and deserve. OTIS Federal Credit Union members have access to financial planning, investments, long-term care and insurance services through a partnership with Northeast Planning Associates, Inc. and LPL Financial.
The cornerstone of the planning process is a comprehensive, individualized financial plan prepared especially for you. Whether your objectives involve retirement, reducing your tax burden, proper advice on allocation of your investment portfolio, or strategies to help protect your assets, Steve Dean of Northeast Planning Associates can prepare a personalized plan with specific courses of action for you to consider.
Call today at 207-897-0900 to schedule a free, no obligation meeting with Steve. To learn more about Steve’s services, please check out his website here.
To check the background of investment professionals associated with this site on FINRA’s BrokerCheck, click here.
Otis Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. These products and services offered through NPA, LPL or their affiliates, which are separate entities from, and not affiliates of the credit union, are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed|
|Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.